Online Education: Estate Planning Basics

Dear Friends,

If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.  

We have always provided educational events for people who are seeking knowledge about estate planning.  We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.  

When: April 13 at 10:30 am

Where: Zoom - live webinar

Please use this link: https://zoom.us/meeting/register/upQkce2hqj4oCFG6MDhYo7iKqb81xLoQDQ

(You will immediately get a confirmation email - save it, you will need a link from that email to join the Zoom meeting)

Join us to learn about :

  • Typical Planning Traps

  • 5 Ways to Plan

  • 4 Major Estate Planning Challenges

  • 4 Keys to an Effective Estate Plan

We are very fortunate that in the current crisis, with so many difficulties and new challenges, we are able to provide the counseling and legal documents that we always have by utilizing online services.  We have been conducting online meetings both individually and in group settings for a couple of years.  The transition to turning all of our meetings to online rather than in-person has been very smooth.  

Please use the link above to join our online meeting.  Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.

405-346-2246